Expense Segments

Break out your expenses by product, geography, and other features.

SaaSGrid allows you to build segments and filter costs and cash from your accounting integrations. With Expense Segments, you can calculate efficiency metrics using specific expenses.

Making an Expense Segment

To make an Expense segment, navigate to Workspace Data and select the Expense Segments tab.

All created Expense Segments will be listed here, with Costs, Cash, and Create Dates detailed. Expense Segments can be edited and deleted in this view.

To make a new segment, click on Create Expense Segment +.

Step 1: Costs

Mark the checkboxes for all cost items that will be included for the segment. Click on Next when finished.

Step 2: Cash

Similar to the Costs section, mark the checkboxes for all cash items that will be included for the segment. Click on Next when finished.

Step 3: Expense Segment Name

Create a name for the Segment. Click on Create Expense Segment when finished. The segment will now be saved and modifiable.

Using an Expense Segment

After adding an expense metric to a report (e.g. S&M Expenses), SaaSGrid will ask you to select the Expense Segment at the top of the report. By default, expense metrics will include all expenses. To modify, click on All Expenses after adding an expenses metric. This option will be available for metrics that show expenses or use expenses in a calculation.

In charts, hover over an expense metric and click on the filter icon to select the segments. Click on the three dots and click Edit Settings and navigate to Expense Segments to select, create, or modify Expense Segments.